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Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
2201
Lodestar Private Asset Management
California
$841K -$144K -1,270 -17%
DO
2202
denkapparat Operations
Germany
$841K +$165K +1,460 +30%
WIM
2203
Westside Investment Management
California
$841K +$147K +1,300 +26%
WWC
2204
Waypoint Wealth Counsel
Georgia
$840K +$82.5K +730 +13%
EFG
2205
Ethos Financial Group
Pennsylvania
$840K +$175K +1,550 +33%
TWM
2206
Tripletail Wealth Management
Florida
$839K +$778K +6,880 New
OFS
2207
OneAscent Financial Services
Alabama
$837K -$109K -960 -13%
VCAM
2208
Van Cleef Asset Management
Ohio
$837K -$28.3K -250 -4%
OPA
2209
Old Port Advisors
Maine
$836K +$9.04K +80 +1%
SCI
2210
Stableford Capital II
Arizona
$835K -$381K -3,370 -32%
SA
2211
SFI Advisors
New Jersey
$830K -$49.7K -440 -7%
BA
2212
Ballast Advisors
Minnesota
$829K +$21.5K +190 +3%
WAG
2213
Wallace Advisory Group
California
$827K -$678K -6,000 -40%
BHPW
2214
Beverly Hills Private Wealth
California
$825K +$98.4K +870 +16%
VI
2215
Versor Investments
New York
$824K -$2.21M -19,550 -76%
HWM
2216
Hemington Wealth Management
Virginia
$822K +$23.7K +210 +4%
TNA
2217
True North Advisors
Texas
$821K +$422K +3,730 +155%
SDWMA
2218
Schneider Downs Wealth Management Advisors
Pennsylvania
$821K -$61.1K -540 -8%
PA
2219
Parkside Advisors
California
$821K – – –
FAN
2220
Financial Advisors Network
California
$818K -$62.2K -550 -8%
SW
2221
SlateStone Wealth
Florida
$817K +$22.6K +200 +3%
TSWM
2222
Tyler-Stone Wealth Management
Ohio
$814K -$114K -1,010 -14%
HWM
2223
Horizon Wealth Management
Illinois
$814K -$9.04K -80 -1%
SAM
2224
Secure Asset Management
Michigan
$814K -$380K -3,360 -36%
CQWA
2225
Chokshi & Queen Wealth Advisors
California
$813K +$686K +6,070 New
87 88
89
90 91